|
1
|
Wells Fargo
San Francisco,
California
|
$354M
|
+$11.4M
|
+125,659
|
+3%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
$332M
|
+$30.1M
|
+332,399
|
+10%
|
|
|
3
|
TIAA CREF Trust
St Louis,
Missouri
|
$244M
|
+$10.1M
|
+112,155
|
+4%
|
|
|
4
|
|
$239M
|
+$23.8M
|
+263,684
|
+11%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$221M
|
+$33.8M
|
+373,821
|
+18%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$125M
|
+$1.81M
|
+20,039
|
+1%
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$92.9M
|
-$8.63M
|
-95,438
|
-9%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$87.7M
|
+$3.39M
|
+37,445
|
+4%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$65.4M
|
-$12.6M
|
-139,158
|
-16%
|
|
|
10
|
|
$48.2M
|
+$1.58M
|
+17,523
|
+3%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$45.9M
|
+$921K
|
+10,187
|
+2%
|
|
|
12
|
Balentine LLC
Atlanta,
Georgia
|
$39.4M
|
-$7.06M
|
-78,117
|
-15%
|
|
|
13
|
Parametric Portfolio Associates
Seattle,
Washington
|
$36.9M
|
-$5.78M
|
-63,878
|
-14%
|
|
|
14
|
Alesco Advisors
Pittsford,
New York
|
$31.3M
|
+$282K
|
+3,122
|
+0.9%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$30.7M
|
-$1.09M
|
-12,058
|
-3%
|
|
|
16
|
|
$30.2M
|
-$1.89M
|
-20,951
|
-6%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$20.6M
|
+$11.2M
|
+123,362
|
+124%
|
|
|
18
|
Suntrust Banks
Atlanta,
Georgia
|
$18M
|
+$988K
|
+10,931
|
+6%
|
|
|
19
|
Brookstone Capital Management
Wheaton,
Illinois
|
$17.9M
|
+$17.7M
|
+195,308
|
+207,774%
|
|
|
20
|
Franklin Resources
San Mateo,
California
|
$17.9M
|
–
|
–
|
–
|
|
|
21
|
Prudential Financial
Newark,
New Jersey
|
$14M
|
-$4.97M
|
-55,000
|
-26%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.8M
|
-$210K
|
-2,325
|
-2%
|
|
|
23
|
M&T Bank
Buffalo,
New York
|
$12.4M
|
+$12.7K
|
+140
|
+0.1%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.7M
|
-$202K
|
-2,232
|
-2%
|
|
|
25
|
BlackRock Institutional Trust
San Francisco,
California
|
$11.1M
|
–
|
–
|
–
|
|
